NetLoan - Editing Reports in NetLoan

Overview

This article is a how-to guide on editing reports in NetLoan. There are two different reports that you can edit in NetLoan:

  1. Scripted Reports
  2. Saved Search Reports

Each of these reports can be found when you go to NetLoan > Reports > All Reports. You will know if your report is either a Scripted Report or Saved Search Report when you see the button "Edit this Search" after you have run the report.  If you see this button, then you know you have a Saved Search Report and will need to follow the correct report editing process. 

Editing for each report type is included in the sections below.

Scripted Reports

Step by Step Process

1. Find the desired Script Report that you would like to edit by going to NetLoan > Reports > All Reports. Once you have found the correct report, select View on the left hand side of the listed report ( i.e. "Loan Balance Roll Forward Report").

2. Once you select View, you will see the field Saved Search ( i.e. NetLoan Roll Forward Transaction Detail Search). Copy and paste the Saved Search field into the Global Search Bar.

2. Find the correct saved search and click Edit on the right hand side of the pasted saved search. 

3. This will bring you to the Saved Transaction Search screen. Go to the Results subtab and below you will see another tab called Columns. There you will see a drop down menu where you can add a new field (i.e. NetLoan ID).

4. Rename the Saved Search Title as applicable and select Save As. (This is important for future bundle updates so it will not revert back to the Netgain Saved Search).

5. In NetLoan > Reports > All Reports select View on the applicable report (i.e. Loan Balance Roll Forward Report) 

6. Under Actions select Make a Copy 

 7. Rename the report and under the Saved Search selection, select the applicable new saved search (i.e. NetLoan Roll Forward Transaction Detail Search - Customized)

8. Click Save to save the new customized report

Saved Search Reports

Step By Step Process:

1. Open the report you would like to customize by selecting the run button on the right side of the report listing.

2. Edit the report by selecting the Edit this Search button at the top of the form. 

 To finish the edit of the Saved Search Report, please refer to steps 3 - 8 under Scripted Reports. It will be the same process moving forward. 

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